Purchases and Sales Made in Q4 2023 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q4 2023. The information is specifically focused on institutions that hold shares of Palo Alto Networks Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-35- 1.32% |
$8.11K - $11K
|
2.62K
$515K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-38- 0.65% |
$8.8K - $11.9K
|
5.84K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-38- 0.81% |
$8.8K - $11.9K
|
4.68K
$919K
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-39- 0.03% |
$9.04K - $12.2K
|
146K
$28.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-39- 2.9% |
$9.04K - $12.2K
|
1.31K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-40- 3.49% |
$9.27K - $12.6K
|
1.11K
$217K
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-40- 0.57% |
$9.27K - $12.6K
|
6.96K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-42- 4.75% |
$9.73K - $13.2K
|
842
$165K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-43- 2.41% |
$9.96K - $13.5K
|
1.74K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-43- 3.57% |
$9.96K - $13.5K
|
1.16K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-45- 0.36% |
$10.4K - $14.1K
|
12.4K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-45- 0.66% |
$10.4K - $14.1K
|
6.73K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-45- 0.49% |
$10.4K - $14.1K
|
9.14K
$1.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-47- 2.73% |
$10.9K - $14.8K
|
1.68K
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-47- 0.24% |
$10.9K - $14.8K
|
19.5K
$3.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-48- 0.38% |
$11.1K - $15.1K
|
12.7K
$2.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-48- 2.7% |
$11.1K - $15.1K
|
1.73K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-49- 2.44% |
$11.4K - $15.4K
|
1.96K
$384K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-50- 0.78% |
$11.6K - $15.7K
|
6.34K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-50- 3.86% |
$11.6K - $15.7K
|
1.25K
$245K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-50- 1.26% |
$11.6K - $15.7K
|
3.93K
$772K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-52- 0.29% |
$12K - $16.3K
|
17.6K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-54- 1.64% |
$12.5K - $16.9K
|
3.23K
$635K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-55- 0.47% |
$12.7K - $17.3K
|
11.7K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-56- 1.64% |
$13K - $17.6K
|
3.35K
$659K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-56- 1.13% |
$13K - $17.6K
|
4.89K
$961K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-58- 4.3% |
$13.4K - $18.2K
|
1.29K
$254K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-58- 3.7% |
$13.4K - $18.2K
|
1.51K
$296K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-59- 2.76% |
$13.7K - $18.5K
|
2.08K
$409K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-59- 0.38% |
$13.7K - $18.5K
|
15.3K
$3.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-59- 5.36% |
$13.7K - $18.5K
|
1.04K
$204K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-60- 3.21% |
$13.9K - $18.8K
|
1.81K
$355K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-64- 10.76% |
$14.8K - $20.1K
|
531
$104K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-67- 6.47% |
$15.5K - $21K
|
968
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-68- 0.03% |
$15.8K - $21.3K
|
219K
$43M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-69- 0.47% |
$16K - $21.7K
|
14.7K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-72- 52.17% |
$16.7K - $22.6K
|
66
$13K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-73- 1.06% |
$16.9K - $22.9K
|
6.8K
$1.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-75- 4.98% |
$17.4K - $23.5K
|
1.43K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-77- 6.03% |
$17.8K - $24.2K
|
1.2K
$236K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-78- 0.2% |
$18.1K - $24.5K
|
39.1K
$7.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-80- 8.33% |
$18.5K - $25.1K
|
880
$173K
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-80- 0.69% |
$18.5K - $25.1K
|
11.5K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-84- 0.65% |
$19.5K - $26.4K
|
12.9K
$2.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-85- 1.62% |
$19.7K - $26.7K
|
5.15K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-85- 9.47% |
$19.7K - $26.7K
|
813
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-86- 0.61% |
$19.9K - $27K
|
14.1K
$2.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-87- 7.99% |
$20.2K - $27.3K
|
1K
$197K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-89- 1.24% |
$20.6K - $27.9K
|
7.11K
$1.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-90- 0.75% |
$20.9K - $28.2K
|
11.9K
$2.34M
|